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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$15.60
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R4
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FMUFX vs HBLSX Comparison Chart in %
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FMUFX vs. HBLSX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUFX (1.39B). HBLSX pays higher dividends than FMUFX: HBLSX (3.18) vs FMUFX (1.97). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 7.32 vs. HBLSX (3.51). FMUFX return over 5 years is better than : 30.11 vs. HBLSX (16.22).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 7.210 | 9.100 | 79% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 11.9B | 12% |
| Annual Yield % from dividends | 1.97 | 3.18 | 62% |
| Returns for 1 year | 7.32 | 3.51 | 209% |
| Returns for 3 years | 33.20 | 24.86 | 134% |
| Returns for 5 years | 30.11 | 16.22 | 186% |
| Returns for 10 years | 53.85 | 46.09 | 117% |
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